All Stocks Held By Zimmermann Investment Management & Planning LLC

As of 03/31/2024, we find all stocks held by Zimmermann Investment Management & Planning LLC to be as follows, presented in the table below with each row detailing each Zimmermann Investment Management & Planning LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Zimmermann Investment Management & Planning LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Zimmermann Investment Management & Planning LLC as of the latest filing.

Entity	Amount	Change 12/31/2023 to 03/31/2024	Position Size ($ in 1000's)
INVESCO QQQ TR	48,588	+2,093	$21,573
QQQ	48,588	+2,093	$21,573
ISHARES TR (OEF)	59,091	+4,205	$14,620
OEF	59,091	+4,205	$14,620
ISHARES TR (IWY)	57,284	+27,594	$11,176
IWY	57,284	+27,594	$11,176
INVESCO EXCHANGE TRADED FD T (XMHQ)	88,878	+3,618	$9,781
XMHQ	88,878	+3,618	$9,781
APPLE INC	54,865	-398	$9,408
AAPL	54,865	-398	$9,408
NVIDIA CORPORATION	9,774	+256	$8,832
NVDA	9,774	+256	$8,832
VANECK ETF TRUST (SMH)	34,776	-136	$7,824
SMH	34,776	-136	$7,824
J P MORGAN EXCHANGE TRADED F (JEPI)	131,015	+5,831	$7,581
JEPI	131,015	+5,831	$7,581
GLOBAL X FDS	160,706	+12,519	$6,398
PAVE	160,706	+12,519	$6,398
GLOBAL X FDS	211,299	+29,409	$6,286
BUG	211,299	+29,409	$6,286
SPDR SER TR (XAR)	42,953	+4,981	$6,035
XAR	42,953	+4,981	$6,035
FIRST TR EXCHNG TRADED FD VI (FFEB)	122,962	+122,962	$5,567
FFEB	122,962	+122,962	$5,567
PACER FDS TR	110,847	+55,523	$5,449
CALF	110,847	+55,523	$5,449
AMAZON COM INC	30,205	+476	$5,448
AMZN	30,205	+476	$5,448
SCHWAB STRATEGIC TR	78,070	-66,450	$5,261
FNDX	78,070	-66,450	$5,261
INVESCO EXCH TRD SLF IDX FD	110,470	+110,470	$5,243
IUS	110,470	+110,470	$5,243
VANECK ETF TRUST (ANGL)	178,027	+48,211	$5,166
ANGL	178,027	+48,211	$5,166
ISHARES TR (IOO)	54,972	-44,804	$4,915
IOO	54,972	-44,804	$4,915
ISHARES TR (ILF)	171,501	-41,894	$4,877
ILF	171,501	-41,894	$4,877
J P MORGAN EXCHANGE TRADED F (JQUA)	90,252	+90,252	$4,772
JQUA	90,252	+90,252	$4,772
ALPHABET INC	30,673	-115	$4,629
GOOGL	30,673	-115	$4,629
ISHARES TR (IAGG)	86,128	+7,896	$4,302
IAGG	86,128	+7,896	$4,302
SPDR SER TR (KIE)	80,041	+80,041	$4,168
KIE	80,041	+80,041	$4,168
MICROSOFT CORP	8,596	-417	$3,616
MSFT	8,596	-417	$3,616
SELECT SECTOR SPDR TR (XLC)	42,584	-5,479	$3,477
XLC	42,584	-5,479	$3,477
PROSHARES TR (IGHG)	44,366	+44,366	$3,395
IGHG	44,366	+44,366	$3,395
INVESCO EXCH TRADED FD TR II (SPMO)	41,313	+41,313	$3,314
SPMO	41,313	+41,313	$3,314
WISDOMTREE TR	70,059	+12,508	$3,219
IHDG	70,059	+12,508	$3,219
FIRST TR NAS100 EQ WEIGHTED (QQEW)	25,608	-33,475	$3,173
QQEW	25,608	-33,475	$3,173
PACER FDS TR	41,064	-49,140	$2,820
PTNQ	41,064	-49,140	$2,820
SPDR SER TR (SPSM)	61,763	+22,085	$2,658
SPSM	61,763	+22,085	$2,658
ISHARES TR (IWL)	19,884	-218	$2,528
IWL	19,884	-218	$2,528
ISHARES TR (IVE)	13,471	+7,419	$2,517
IVE	13,471	+7,419	$2,517
PACER FDS TR	42,347	-3,082	$2,461
COWZ	42,347	-3,082	$2,461
SCHWAB STRATEGIC TR	24,662	+458	$2,287
SCHG	24,662	+458	$2,287
SCHWAB STRATEGIC TR	36,046	-2,365	$2,237
SCHX	36,046	-2,365	$2,237
BROADCOM INC	1,687	+86	$2,236
AVGO	1,687	+86	$2,236
PALO ALTO NETWORKS INC	7,797	+330	$2,215
PANW	7,797	+330	$2,215
VANECK ETF TRUST (MOAT)	24,597	-64,520	$2,211
MOAT	24,597	-64,520	$2,211
BLACKROCK ETF TRUST II (BINC)	41,872	+41,872	$2,197
BINC	41,872	+41,872	$2,197
SPDR INDEX SHS FDS (QWLD)	16,627	+16,627	$1,994
QWLD	16,627	+16,627	$1,994
ISHARES TR (BYLD)	87,864	+61,325	$1,965
BYLD	87,864	+61,325	$1,965
J P MORGAN EXCHANGE TRADED F (JPST)	38,657	-97,619	$1,950
JPST	38,657	-97,619	$1,950
WISDOMTREE TR	24,892	+2,458	$1,897
DGRW	24,892	+2,458	$1,897
SCHWAB STRATEGIC TR	38,763	-26,589	$1,869
SCHO	38,763	-26,589	$1,869
SPDR SER TR (KCE)	16,696	-25,661	$1,846
KCE	16,696	-25,661	$1,846
MCKESSON CORP	3,436	+82	$1,845
MCK	3,436	+82	$1,845
T ROWE PRICE ETF INC (TCAF)	59,515	+29,559	$1,799
TCAF	59,515	+29,559	$1,799
COSTCO WHSL CORP NEW	2,035	+277	$1,491
COST	2,035	+277	$1,491
J P MORGAN EXCHANGE TRADED F (JMEE)	24,985	-32,848	$1,462
JMEE	24,985	-32,848	$1,462
VICTORY PORTFOLIOS II	27,557	+14,424	$1,373
USTB	27,557	+14,424	$1,373
SELECT SECTOR SPDR TR (XLV)	9,156	+175	$1,353
XLV	9,156	+175	$1,353
ADVISORSHARES TR (CWS)	21,057	-537	$1,341
CWS	21,057	-537	$1,341
GLOBAL X FDS	39,017	+812	$1,241
BOTZ	39,017	+812	$1,241
KKR & CO INC	12,214	+886	$1,228
KKR	12,214	+886	$1,228
ISHARES INC (EWW)	16,909	+13,635	$1,172
EWW	16,909	+13,635	$1,172
VISA INC	4,188	+294	$1,169
V	4,188	+294	$1,169
WALMART INC	17,868	+12,140	$1,075
WMT	17,868	+12,140	$1,075
PACER FDS TR	29,170	-1,850	$1,012
GCOW	29,170	-1,850	$1,012
DIREXION SHS ETF TR (QQQE)	11,290	-1,462	$1,007
QQQE	11,290	-1,462	$1,007
JPMORGAN CHASE & CO	4,781	+490	$958
JPM	4,781	+490	$958
TESLA INC	4,849	+15	$852
TSLA	4,849	+15	$852
UNITEDHEALTH GROUP INC	1,692	+6	$837
UNH	1,692	+6	$837
INNOVATOR ETFS TRUST (JANJ)	33,454	+33,454	$826
JANJ	33,454	+33,454	$826
SCHWAB CHARLES CORP	11,214	+89	$811
SCHW	11,214	+89	$811
SELECT SECTOR SPDR TR (XLE)	8,357	-4,388	$789
XLE	8,357	-4,388	$789
CLEVELAND CLIFFS INC NEW	33,219	+790	$755
CLF	33,219	+790	$755
ALPS ETF TR (RIGS)	32,691	+14,895	$748
RIGS	32,691	+14,895	$748
JOHNSON CTLS INTL PLC	11,331	+5,238	$740
JCI	11,331	+5,238	$740
AUTONATION INC	4,214	+84	$698
AN	4,214	+84	$698
INNOVATOR ETFS TRUST (JULJ)	27,331	-863	$681
JULJ	27,331	-863	$681
GRAYSCALE BITCOIN TR BTC	10,455	+10,455	$660
GBTC	10,455	+10,455	$660
SPDR GOLD TR (GLD)	3,202	-112	$659
GLD	3,202	-112	$659
UNITED STS COMMODITY INDEX F (USCI)	10,332	-253	$630
USCI	10,332	-253	$630
HERSHEY CO	3,054	-40	$594
HSY	3,054	-40	$594
FREEPORT MCMORAN INC	12,386	+982	$582
FCX	12,386	+982	$582
ELI LILLY & CO	740	+265	$576
LLY	740	+265	$576
SPDR SER TR (XHB)	4,977	-483	$555
XHB	4,977	-483	$555
NOVO NORDISK A S	4,256	+728	$546
NVO	4,256	+728	$546
J P MORGAN EXCHANGE TRADED F (JEPQ)	9,958	+1,917	$540
JEPQ	9,958	+1,917	$540
COMCAST CORP NEW	12,403	-113	$538
CMCSA	12,403	-113	$538
INNOVATOR ETFS TRUST (OCTJ)	22,293	+486	$536
OCTJ	22,293	+486	$536
IRON MTN INC DEL	6,308	+308	$506
IRM	6,308	+308	$506
SCHWAB STRATEGIC TR	6,123	-4,547	$494
SCHD	6,123	-4,547	$494
META PLATFORMS INC	984	+225	$478
META	984	+225	$478
FISERV INC	2,941	+577	$470
FI	2,941	+577	$470
GLOBAL X FDS	10,292	-62,694	$466
LIT	10,292	-62,694	$466
GLOBAL X FDS	15,457	+15,457	$446
URA	15,457	+15,457	$446
EXXON MOBIL CORP	3,833	UNCH	$446
XOM	3,833	UNCH	$446
FIRST TR EXCHNG TRADED FD VI (XFEB)	14,307	+14,307	$437
XFEB	14,307	+14,307	$437
ISHARES TR (AOR)	7,787	-1,704	$434
AOR	7,787	-1,704	$434
SCHLUMBERGER LTD	7,806	+2,728	$428
SLB	7,806	+2,728	$428
EXACT SCIENCES CORP	6,128	+1,813	$423
EXAS	6,128	+1,813	$423
D R HORTON INC	2,566	+52	$422
DHI	2,566	+52	$422
MEDTRONIC PLC	4,700	+1,570	$410
MDT	4,700	+1,570	$410
CROWDSTRIKE HLDGS INC	1,276	+127	$409
CRWD	1,276	+127	$409
ADOBE INC	788	+50	$398
ADBE	788	+50	$398
PACCAR INC	3,159	UNCH	$391
PCAR	3,159	UNCH	$391
EDISON INTL	5,321	+1,490	$376
EIX	5,321	+1,490	$376
INNOVATOR ETFS TRUST (BSTP)	12,214	-220	$370
BSTP	12,214	-220	$370
INNOVATOR ETFS TRUST (APRJ)	15,050	+342	$369
APRJ	15,050	+342	$369
BOEING CO	1,775	-5	$343
BA	1,775	-5	$343
THERMO FISHER SCIENTIFIC INC	574	-203	$334
TMO	574	-203	$334
FIRST TR EXCHNG TRADED FD VI (QJUN)	13,064	-2,204	$333
QJUN	13,064	-2,204	$333
ISHARES TR (IYF)	3,432	-1,500	$328
IYF	3,432	-1,500	$328
LOCKHEED MARTIN CORP	713	+4	$325
LMT	713	+4	$325
ALPHABET INC	2,082	-10	$317
GOOG	2,082	-10	$317
FIRST TR EXCHANGE TRADED FD (FTGS)	10,016	+10,016	$308
FTGS	10,016	+10,016	$308
TOTALENERGIES SE	4,450	-1,630	$306
TTE	4,450	-1,630	$306
PNC FINL SVCS GROUP INC	1,867	+1,867	$302
PNC	1,867	+1,867	$302
CHEVRON CORP NEW	1,884	-713	$297
CVX	1,884	-713	$297
SCHWAB STRATEGIC TR	4,489	-577	$297
FNDB	4,489	-577	$297
PRUDENTIAL FINL INC	2,426	-198	$285
PRU	2,426	-198	$285
INVESCO EXCHANGE TRADED FD T (XLG)	6,416	UNCH	$270
XLG	6,416	UNCH	$270
HOME DEPOT INC	693	-108	$266
HD	693	-108	$266
ADVANCED MICRO DEVICES INC	1,467	+1,467	$265
AMD	1,467	+1,467	$265
FIDELITY COVINGTON TRUST	1,687	-13	$263
FTEC	1,687	-13	$263
PARKER HANNIFIN CORP	435	+435	$242
PH	435	+435	$242
INVESCO EXCHANGE TRADED FD T (RSP)	1,425	+1,425	$241
RSP	1,425	+1,425	$241
ENTERPRISE PRODS PARTNERS L	7,973	+127	$233
EPD	7,973	+127	$233
BERKSHIRE HATHAWAY INC DEL			$229
BRK.B	544	+544	$229
GLOBAL X FDS	4,574	+4,574	$224
MLPX	4,574	+4,574	$224
ROCKWELL AUTOMATION INC	768	+3	$224
ROK	768	+3	$224
SELECT SECTOR SPDR TR (XLF)	5,270	-969	$222
XLF	5,270	-969	$222
INTERNATIONAL BUSINESS MACHS	1,158	-149	$221
IBM	1,158	-149	$221
SELECT SECTOR SPDR TR (XLK)	1,039	-73	$216
XLK	1,039	-73	$216
QUALCOMM INC	1,260	+1,260	$213
QCOM	1,260	+1,260	$213
INNOVATOR ETFS TRUST (PJUL)	5,549	-2,930	$211
PJUL	5,549	-2,930	$211
SELECT SECTOR SPDR TR (XLU)	3,211	+3,211	$211
XLU	3,211	+3,211	$211
CATERPILLAR INC	573	+573	$210
CAT	573	+573	$210
ASML HOLDING N V	210	+210	$204
ASML	210	+210	$204
PARSONS CORP DEL	2,427	+2,427	$201
PSN	2,427	+2,427	$201
VALE S A	10,139	+50	$124
VALE	10,139	+50	$124
PROSPECT CAP CORP	20,458	+381	$113
PSEC	20,458	+381	$113
ABBVIE INC			$0 (exited)
ABBV	0	-1,444	$0
ALBEMARLE CORP			$0 (exited)
ALB	0	-2,025	$0
AMERICAN TOWER CORP NEW			$0 (exited)
AMT	0	-1,181	$0
CORTEVA INC			$0 (exited)
CTVA	0	-5,026	$0
SPDR DOW JONES INDL AVERAGE			$0 (exited)
DIA	0	-1,089	$0
FRANKLIN TEMPLETON ETF TR			$0 (exited)
DIVI	0	-8,589	$0
FIRST TR EXCHNG TRADED FD VI			$0 (exited)
FJUN	0	-122,128	$0
GAMING & LEISURE PPTYS INC			$0 (exited)
GLPI	0	-4,107	$0
VIRTUS ETF TR II			$0 (exited)
JOET	0	-15,549	$0
FIRST TR EXCHNG TRADED FD VI	0	-12,023	$0 (exited)
XJUN	0	-12,023	$0

See Summary: Zimmermann Investment Management & Planning LLC Top Holdings
See Details: Top 10 Stocks Held By Zimmermann Investment Management & Planning LLC

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
FFEB	+122,962	+$5,567
IUS	+110,470	+$5,243
JQUA	+90,252	+$4,772
KIE	+80,041	+$4,168
IGHG	+44,366	+$3,395
SPMO	+41,313	+$3,314
BINC	+41,872	+$2,197
QWLD	+16,627	+$1,994
JANJ	+33,454	+$826
GBTC	+10,455	+$660

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
FJUN	-122,128	-$5,392
JOET	-15,549	-$477
XJUN	-12,023	-$422
DIA	-1,089	-$410
ALB	-2,025	-$293
DIVI	-8,589	-$264
AMT	-1,181	-$255
CTVA	-5,026	-$241
ABBV	-1,444	-$224
GLPI	-4,107	-$203

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
BYLD	+61,325	+$1,370
CALF	+55,523	+$2,792
ANGL	+48,211	+$1,430
TCAF	+29,559	+$971
BUG	+29,409	+$955
IWY	+27,594	+$5,974
SPSM	+22,085	+$984
RIGS	+14,895	+$336
USTB	+14,424	+$722
EWW	+13,635	+$950

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
JPST	-97,619	-$4,895
FNDX	-66,450	-$3,691
MOAT	-64,520	-$5,352
LIT	-62,694	-$3,252
PTNQ	-49,140	-$3,073
IOO	-44,804	-$3,119
ILF	-41,894	-$1,324
QQEW	-33,475	-$3,766
JMEE	-32,848	-$1,644

Zimmermann Investment Management & Planning LLC Info

Size ($ in 1000's)
At 03/31/2024: $277,623
At 12/31/2023: $244,461

Zimmermann Investment Management & Planning LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Zimmermann Investment Management & Planning LLC 13F filings. Link to 13F filings: SEC filings

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